Advanced Marketing Influence Reporting for Salesforce

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Standard Salesforce reports understate your marketing-driven revenue

 
Standard Salesforce Reporting
 
True Marketing Influence Reporting

Attributing multiple marketing campaigns

Limited only to Primary Campaign Source on Opportunity

Advanced tracking gives credit to the right campaigns

Weightage based on Campaigns

No process for assigning weightage to different campaigns types

Custom weightage ensures campaigns get the right credit.

Measuring influenced pipeline & revenue

Incorrect reporting since ‘Campaign with Influenced Opportunities’ report assigns total amount per campaign

Accurate amount distribution for all Campaigns influencing the Opportunity

Marketing Influence post Opportunity Creation

Ignore marketing engagements after creating on Opportunity, underminig marketing’s impact on Opportunity closure.

Captures marketing impact during ALL stages of the customer journey, including post- Opportunity creation

Why you need custom marketing attribution in Salesforce?

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Key features

A powerful Salesforce-native tool to prove and amplify marketing’s revenue contribution!

Fully customizable and 100% native to Salesforce—no extra licenses, no subscriptions, and no third-party data dependencies

Define influence intent at the campaign level with custom High/Medium/Low impact categorisation

Ensure every campaign’s influenced revenue is accurately tracked based on their complete impact on Opportunity pipeline

Capture sales activities like outbound sequences / meetings, and identify their effect across each phase of the lifecycle funnel

Drill-down to identify impact of marketing & sales activities, drilled down by campaign source, UTM values or outbound sequences

Packaged advanced dashboards for sales & marketing leadership, as well as for day-to-day operational performance monitoring.

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